> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getnexor.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Track conversions

> Define conversion types, choose their scope and follow-up action, and record conversion events for leads.

A **conversion type** defines the business result you want to measure. A **conversion event** records that one lead reached that result, with a date and amount.

Conversions do not have a permanent sidebar item. Press **Command + K** or **Control + K** and search for **Conversions**, follow a conversion-setup action from Summary, or open [Conversions](https://app.getnexor.ai/conversions) directly.

## Review the conversion list

The list shows each type's name, category, scope, event count, and total amount. Filter it by:

* **Category**: Intermediary or Final
* **Scope**: Global, Group, or Agent

Open a row to see its events and totals. The detail page supports the same date-range choices used by other analytics views.

## Create a conversion type

<Steps>
  <Step title="Name the result">
    Enter a required name and an optional description. Choose **Intermediary** for a step on the way to the final result, or **Final** for the completed business outcome.
  </Step>

  <Step title="Choose the currency">
    The selected currency determines how amounts for this type are displayed and totaled.
  </Step>

  <Step title="Choose the scope">
    Use **No scope (global)** for the whole workspace, **Agent** for one Agent, or **Group** for one Agent group.
  </Step>

  <Step title="Add event fields">
    Add optional text or number fields when every recorded event needs extra structured information.
  </Step>

  <Step title="Configure On Conversion">
    Optionally choose a destination Agent and one of its stages. Recording the conversion saves the event first, then starts the transfer to that destination in the background.
  </Step>

  <Step title="Save">
    Review the scope and destination before saving. They decide where the type appears and whether recording it starts a lead transfer.
  </Step>
</Steps>

<Warning>
  **On Conversion** is an operational action, not just reporting. The conversion event is saved before the asynchronous transfer starts. If that later transfer fails, Nexor keeps the conversion event.
</Warning>

## Record an event

Open a conversion type and choose **Add conversion**. Select a lead, enter an amount greater than zero, and choose the conversion date. Complete any custom fields and add optional notes.

The detail page then shows the event, amount, date, lead, and any configured fields. It also summarizes the event count and total amount for the selected date range.

## Edit or delete data

You can edit the conversion type from its form. Deleting an individual event permanently removes that recorded result.

Deleting a conversion type permanently deletes the type and all of its events. Confirm that you no longer need the history before continuing.

## Use the API

<CardGroup cols={2}>
  <Card title="List conversion types" icon="list" href="/docs/en/api/conversions/list-conversion-types">
    Read the definitions available to the authenticated workspace.
  </Card>

  <Card title="Create a conversion event" icon="circle-plus" href="/docs/en/api/conversions/create-conversion">
    Record a lead conversion from an external system.
  </Card>
</CardGroup>